SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $243,000 | -2.4% | 4,898 | 0.0% | 0.16% | +0.6% |
Q4 2021 | $249,000 | -15.0% | 4,898 | -14.4% | 0.15% | -23.4% |
Q3 2021 | $293,000 | -13.6% | 5,724 | -13.6% | 0.20% | -23.6% |
Q2 2021 | $339,000 | -9.8% | 6,622 | -9.6% | 0.26% | -22.6% |
Q1 2021 | $376,000 | -7.4% | 7,324 | -7.4% | 0.34% | -7.6% |
Q4 2020 | $406,000 | -12.3% | 7,909 | -12.1% | 0.37% | -23.0% |
Q3 2020 | $463,000 | -0.2% | 8,995 | 0.0% | 0.48% | -14.0% |
Q2 2020 | $464,000 | -0.2% | 8,995 | 0.0% | 0.56% | -9.6% |
Q1 2020 | $465,000 | -19.6% | 8,995 | +99844.4% | 0.62% | +38.8% |
Q4 2019 | $578,000 | – | 9 | – | 0.44% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |